We automate client intake, email management, and operational workflows for professional services firms. You focus on billable work.
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Phone tag, PDF forms, re-typing into your practice management system. Every new client means 30-60 minutes of admin before you even start billing.
Average firm loses 5-8 hours/week on intake alone
As a partner billing $300+/hour, you spend 2-3 hours daily sorting through emails that your AI could handle. That's $600-$900 of billable time gone — every single day.
Average professional spends 28% of their day on email
A potential client emails at 7 PM about a $50K engagement. By the time you respond at 9 AM, they've already called your competitor. Most clients go with whoever responds first.
$10K+ in lost revenue per missed after-hours inquiry
Your practice management system, billing software, calendar, email, and document storage are all separate. Your team wastes hours copying data between them.
Average firm uses 7+ disconnected tools
That's 3 extra billable hours every day. At $300/hour, that's $4,500/week in recovered revenue.
$8K+/mo
Average recovered billable time
30 sec
Average inquiry response time (was 4+ hours)
5 hrs/wk
Time saved on client intake
30%
More new clients onboarded
At $300/hour, saving just 2 hours/day = $3,000/week. Our Starter package costs $497 — one time. The math writes itself.
Attorney-client privilege and data security are non-negotiable for us. All automations run on your infrastructure or encrypted cloud services. We never access or store your client data. We configure the tools — your data stays yours.
Yes. We integrate with all major practice management systems including Clio, MyCase, PracticePanther, Smokeball, and many others.
We're familiar with requirements for legal, accounting, and consulting practices. Our automations are designed to maintain compliance with record-keeping, data retention, and communication regulations.
Most firms see measurable time savings within the first week of going live. The typical full ROI payback period is under 30 days.
Book your free practice automation audit. We'll show you exactly where you're losing time — and revenue.
Book Your Free Practice AuditConfidential · No obligation · 30-minute call